Jonathan Charles Holmes

Last updated
2 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • SLAIYBURN FINANCIAL PLANNING LIMITED

    FRN 770375

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 3 Oct 2024)
    • [FCA CF] Client dealing (since 3 Oct 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 5 Jun 2024)
    • CF30 Customer (20 Sep 2022 to 5 Jun 2024)
  • Tenet Financial Services Limited (no longer approved here)

    FRN 172174

    • Employed By (20 Sep 2022 to 5 Jun 2024)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2023)
    • CF30 Customer (9 Jul 2009 to 3 Feb 2023)
  • Croft Financial Services Limited (no longer approved here)

    FRN 182562

    • Employed By (9 Jul 2009 to 3 Feb 2023)

Recent activity

Updates to this individual's record on the FCA register.

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